Microsoft Dynamics 365 CRM + MemberPress Integration

Integrate MemberPress to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each member handled. Capture membership details, create CRM contacts, alert your team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • MemberPress
    Member is added in MemberPress Instant
  • MemberPress
    Member account info is updated in MemberPress Instant
  • MemberPress
    Subscription is created in MemberPress Instant
  • MemberPress
    Subscription is expired in MemberPress Instant
  • MemberPress
    Subscription is stopped in MemberPress Instant
  • MemberPress
    Subscription is downgraded to non-recurring in MemberPress Instant
  • MemberPress
    Subscription is resumed in MemberPress Instant
  • MemberPress
    Subscription is paused in MemberPress Instant
  • MemberPress
    Subscription is downgraded to recurring in MemberPress Instant
  • MemberPress
    Subscription is upgraded in MemberPress Instant
  • MemberPress
    Subscription is downgraded in MemberPress Instant
  • MemberPress
    Subscription is upgraded to non-recurring in MemberPress Instant
  • MemberPress
    Subscription is upgraded to recurring in MemberPress Instant
  • MemberPress
    Reminder before subscription is expired in MemberPress Instant
  • MemberPress
    Reminder after subscription is expired in MemberPress Instant
  • MemberPress
    Reminder before subscription is due for renewal in MemberPress Instant
  • MemberPress
    Member signup is completed in MemberPress Instant
  • MemberPress
    Member is logged in in MemberPress Instant
  • MemberPress
    Member is deleted in MemberPress Instant
  • MemberPress
    Member signup is abandoned in MemberPress Instant
  • MemberPress
    Member is registered in MemberPress Instant
  • MemberPress
    Transaction is completed in MemberPress Instant
  • MemberPress
    Transaction is expired in MemberPress Instant
  • MemberPress
    Recurring transaction is completed in MemberPress Instant
  • MemberPress
    Transaction is refunded in MemberPress Instant
  • MemberPress
    Transaction is failed in MemberPress Instant
  • MemberPress
    Recurring transaction is failed in MemberPress Instant
  • MemberPress
    Recurring transaction is expired in MemberPress Instant
  • MemberPress
    Renewal transaction is completed in MemberPress Instant
  • MemberPress
    Non-recurring transaction is completed in MemberPress Instant
  • MemberPress
    Non-recurring transaction is expired in MemberPress Instant
  • MemberPress
    Sub account is added in MemberPress Instant
  • MemberPress
    Reminder after credit card is expired in MemberPress Instant
  • MemberPress
    Reminder before credit card is expired in MemberPress Instant
  • MemberPress
    Sub account is removed in MemberPress Instant
  • MemberPress
    Offline payment is pending in MemberPress Instant
  • MemberPress
    Offline payment is completed in MemberPress Instant
  • MemberPress
    Offline payment is refunded in MemberPress Instant
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • MemberPress
    Create member in MemberPress
  • MemberPress
    Update member in MemberPress
  • MemberPress
    Create subscription in MemberPress
  • MemberPress
    Update subscription in MemberPress
  • MemberPress
    Delete subscription in MemberPress
  • MemberPress
    Create transaction in MemberPress
  • MemberPress
    Update transaction in MemberPress
  • MemberPress
    Search member in MemberPress
  • MemberPress
    Create membership in MemberPress
  • MemberPress
    Create rule in MemberPress
  • MemberPress
    Update membership in MemberPress
  • MemberPress
    Create coupon in MemberPress
  • MemberPress
    Update coupon in MemberPress
  • MemberPress
    Update rule in MemberPress
  • MemberPress
    Search subscriptions by member Id in MemberPress
  • MemberPress
    Delete member in MemberPress

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Ready Workflows Ready Workflows for MemberPress + Microsoft Dynamics 365 CRM Integration

Register members, create CRM contacts, keep customer data updated, alert your team, and trigger follow-ups, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your MemberPress + Microsoft Dynamics 365 CRM flow

Capture member signups, update your CRM records, and notify your support team instantly. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
MemberPress
+
WordPressWordPress (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
ZoomZoom (3)
+
SlackSlack (3)
M
M
W
When a member is registered in MemberPress, create a contact in Microsoft Dynamics 365 CRM and create a user in WordPress.
New MemberPress signups appear in Microsoft Dynamics 365 CRM and generate a WordPress user instantly, keeping your site and CRM synchronized without manual data entry.
M
M
W
When a subscription is expired in MemberPress, update the Microsoft Dynamics 365 CRM contact and update the WordPress user role.
Expired MemberPress subscriptions update your Microsoft Dynamics 365 CRM contact status and adjust WordPress user permissions automatically.
M
M
W
If a transaction is completed in MemberPress, create a Microsoft Dynamics 365 CRM account and create a subscriber in WordPress.
Completed MemberPress transactions instantly generate a Microsoft Dynamics 365 CRM account and assign WordPress subscriber access.

Supported triggers and actions for Microsoft Dynamics 365 CRM and MemberPress

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it →
Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it →
Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it →
Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it →
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it →
Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it →
Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it →
Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it →
Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it →
Get account by ID in Microsoft Dynamics 365 CRM
Try it →
MemberPress
MemberPress Triggers & Actions
Instant
Member is added in MemberPress
Triggers the automation when a new member is added
Try it →
Instant
Member account info is updated in MemberPress
Triggers the automation when the account information of a member is updated
Try it →
Instant
Subscription is created in MemberPress
Triggers the automation when a new subscription is created
Try it →
Instant
Subscription is expired in MemberPress
Triggers the automation when a subscription is expired
Try it →
Instant
Subscription is stopped in MemberPress
Triggers the automation when a subscription is stopped
Try it →
Instant
Subscription is downgraded to non-recurring in MemberPress
Triggers the automation when a subscription is downgraded to non-recurring
Try it →
Instant
Subscription is resumed in MemberPress
Triggers the automation when a subscription is resumed
Try it →
Instant
Subscription is paused in MemberPress
Triggers the automation when a subscription is paused
Try it →
Instant
Subscription is downgraded to recurring in MemberPress
Triggers the automation when a subscription is downgraded to recurring
Try it →
Instant
Subscription is upgraded in MemberPress
Triggers the automation when a subscription is updated
Try it →
Instant
Subscription is downgraded in MemberPress
Triggers the automation when a subscription is downgraded
Try it →
Instant
Subscription is upgraded to non-recurring in MemberPress
Triggers the automation when a subscription is upgraded to non-recurring
Try it →
Instant
Subscription is upgraded to recurring in MemberPress
Triggers the automation when a subscription is upgraded to recurring
Try it →
Instant
Reminder before subscription is expired in MemberPress
Triggers the automation when a reminder is sent before a subscription expires
Try it →
Instant
Reminder after subscription is expired in MemberPress
Triggers the automation when a reminder is sent after a subscription expires
Try it →
Instant
Reminder before subscription is due for renewal in MemberPress
Triggers the automation when a reminder is sent before a subscription is due for renewal
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Instant
Member signup is completed in MemberPress
Triggers the automation when a member completes the signup process
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Instant
Member is logged in in MemberPress
Triggers the automation when a member logs in
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Instant
Member is deleted in MemberPress
Triggers the automation when any member is removed from the system
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Instant
Member signup is abandoned in MemberPress
Triggers the automation when a member does not complete the signup process
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Instant
Member is registered in MemberPress
Triggers the automation when a new member is registered
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Instant
Transaction is completed in MemberPress
Triggers the automation when a transaction is successfully completed
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Instant
Transaction is expired in MemberPress
Triggers the automation when a transaction expires
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Instant
Recurring transaction is completed in MemberPress
Triggers the automation when a recurring transaction is completed
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Instant
Transaction is refunded in MemberPress
Triggers the automation when a transaction is refunded
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Instant
Transaction is failed in MemberPress
Triggers the automation when a transaction fails
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Instant
Recurring transaction is failed in MemberPress
Triggers the automation when a recurring transaction fails
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Instant
Recurring transaction is expired in MemberPress
Triggers the automation when a recurring transaction expires
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Instant
Renewal transaction is completed in MemberPress
Triggers the automation when a renewal transaction is completed
Try it →
Instant
Non-recurring transaction is completed in MemberPress
Triggers the automation when a non-recurring transaction is completed
Try it →
Instant
Non-recurring transaction is expired in MemberPress
Triggers the automation when a non-recurring transaction expires
Try it →
Instant
Sub account is added in MemberPress
Triggers the automation when a new sub-account is created
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Instant
Reminder after credit card is expired in MemberPress
Triggers the automation when a reminder is sent after a credit card expires
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Instant
Reminder before credit card is expired in MemberPress
Triggers the automation when a reminder is sent before a credit card expires
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Instant
Sub account is removed in MemberPress
Triggers the automation when a sub-account is removed
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Instant
Offline payment is pending in MemberPress
Triggers the automation when a payment remains due in offline mode
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Instant
Offline payment is completed in MemberPress
Triggers the automation when a payment is successfully processed in offline mode
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Instant
Offline payment is refunded in MemberPress
Triggers the automation when a paymentmade in offline mode is refunded
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Create member in MemberPress
Adds a new member to the system
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Update member in MemberPress
Updates a member's information
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Create subscription in MemberPress
Enrolls users in a subscription service
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Update subscription in MemberPress
Updates the subscription details
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Delete subscription in MemberPress
Cancel a user's subscription
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Create transaction in MemberPress
Creates a new transaction
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Update transaction in MemberPress
Updates transaction details
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Search member in MemberPress
Searches for a member with
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Create membership in MemberPress
Generates and establish new membership accounts for users
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Create rule in MemberPress
Generates a preset rule based on particular criteria
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Update membership in MemberPress
Updates membership details for all users
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Create coupon in MemberPress
Generates a discount code for a new promotional offer
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Update coupon in MemberPress
Updates coupon information
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Update rule in MemberPress
Modify existing rules based on changes
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Search subscriptions by member Id in MemberPress
Searches for subscriptions by member id
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Delete member in MemberPress
Removes a member from the system
Try it →

What can you automate with MemberPress + Microsoft Dynamics 365 CRM?

Sync membership signups, transactions, and subscription changes directly into your CRM to keep customer records unified and up to date.

What you can automate?
Create CRM contacts from new member registrations automatically
Generate Microsoft Dynamics 365 CRM contacts the moment a new member registers in MemberPress. Manual copy-pasting is eliminated from your onboarding process.
📋
Map all membership and custom transaction data into CRM fields
Transfer every submitted detail from MemberPress into dedicated Microsoft Dynamics 365 CRM fields instead of losing valuable subscriber information.
🔔
Alert sales teams in Slack when high-value subscriptions are created
Send instant channel messages to your sales team in Slack whenever a new MemberPress subscription is completed or upgraded.
🔀
Route enterprise member signups to senior sales reps and standard queues
Apply conditional rules to direct VIP member signups into prioritized Microsoft Dynamics 365 CRM account lists while sorting standard leads accordingly.
🔄
Update Microsoft Dynamics 365 CRM account details whenever member account info changes
Keep your CRM records synchronized by automatically updating customer information in Microsoft Dynamics 365 CRM when member account details change in MemberPress.
🔍
Search existing CRM contacts before creating new records to prevent duplicate entries
Lookup existing records in Microsoft Dynamics 365 CRM before processing MemberPress transactions to prevent creating duplicate customer profiles.
📅
Update CRM deal stages automatically when MemberPress subscriptions expire or renew
Modify account statuses in Microsoft Dynamics 365 CRM the moment subscription renewals or expiration events occur in MemberPress.
✉️
Create a Microsoft Dynamics 365 CRM contact from MemberPress and add them to a Mailchimp campaign
Extend your workflow by capturing MemberPress members in Microsoft Dynamics 365 CRM and automatically syncing them to targeted Mailchimp email lists.
And much more...

Who is MemberPress + Microsoft Dynamics 365 CRM integration for?

Membership coordinators, sales managers, and customer success teams waste hours manually updating CRM records when members sign up or cancel subscriptions.

Sales Operations Teams
Sales Operations Teams
Membership Coordinators
Membership Coordinators
Customer Success Managers
Customer Success Managers
Sales Representatives
Sales Representatives
Billing Coordinators
Billing Coordinators
Operations Managers
Operations Managers
📈
Sales Operations Teams
You're tracking membership renewals in MemberPress but exporting records manually into Microsoft Dynamics 365 CRM, so the dashboard numbers you report to leadership are always a few days behind — with this integration, every new subscription lands in your CRM instantly and your pipeline reports stay accurate.
👤
Membership Coordinators
You're managing new member registrations in MemberPress while trying to update your Microsoft Dynamics 365 CRM leads in real time, but manual data entry causes missed follow-up windows — this integration means every signup creates a CRM contact immediately so your team can reach out without delay.
🤝
Customer Success Managers
You're supporting active members whose status changes frequently in MemberPress without syncing to Microsoft Dynamics 365 CRM, leaving account histories incomplete for stakeholder reviews — integrating these apps means subscription updates flow directly into CRM contact records so you always have a complete timeline.
💼
Sales Representatives
You're handling a high volume of new transactions in MemberPress and trying to log them in Microsoft Dynamics 365 CRM by hand, causing backlogs and delayed outreach — automating both apps means every completed payment populates your CRM leads automatically and eliminates manual data entry.
💳
Billing Coordinators
You're monitoring payment failures and renewals in MemberPress while updating financial records in Microsoft Dynamics 365 CRM, but dropped records lead to missed collections — connecting these apps means every transaction status change syncs to your CRM tasks right away.
📊
Operations Managers
You're overseeing membership growth in MemberPress but finding audit gaps in Microsoft Dynamics 365 CRM due to manual record creation errors — with this integration, every account creation and update maintains a flawless audit trail across your entire database.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Dynamics 365 CRM + MemberPress

Build and manage your Microsoft Dynamics 365 CRM + MemberPress automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + MemberPress with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect MemberPress to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect MemberPress to Microsoft Dynamics 365 CRM in one click using pre-built workflows or ask Integrately AI to build the automation and map the fields.
Can I automatically create Microsoft Dynamics 365 CRM contacts when a new member registers in MemberPress?
Frequently Asked Questions
Can I connect MemberPress, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MemberPress and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does MemberPress handle subscription expiration events in this integration?
Frequently Asked Questions
Can Microsoft Dynamics 365 CRM update records when membership status changes?
Frequently Asked Questions
Do I need coding skills to automate MemberPress and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the MemberPress and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect MemberPress or Microsoft Dynamics 365 CRM With 1500+ Other Apps

MemberPress
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Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Sync Microsoft Dynamics 365 CRM with sales platforms, customer support systems, and analytics tools to keep your data connected.